FRG Family Wealth Advisors’s NiSource NI Stock Holding History

FRG Family Wealth Advisors’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-600	Closed	-$16.7K	–	275
2024 Q1	$16.7K	Buy	+600	New	+$15.8K	﹤0.01%	241

Other funds holding NI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FRG Family Wealth Advisors's NI Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of NiSource (NI) in Q2 2024, closing a stake of 600 shares — an estimated $16.7K sold.

FRG Family Wealth Advisors first reported a position in NI in Q1 2024 and held it in 1 quarter. The position peaked at $16.7K in Q1 2024. 636 funds tracked by Wall St. Rank hold NI as of Q2 2024.

FRG Family Wealth Advisors reported no remaining NiSource position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 600 NiSource shares in Q2 2024, an estimated $16.7K.
FRG Family Wealth Advisors first reported a position in NiSource in Q1 2024 and held it in 1 quarter.
FRG Family Wealth Advisors's NiSource position peaked at $16.7K in Q1 2024.
636 funds tracked by Wall St. Rank held NiSource as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.